Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 53,998 shares of IBMQ stock, worth $1.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

53,998

Previous 17,506 208.45%

Holding current value

$1.37 Million

Previous $448,000 203.35%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$25.06 - $25.59 $914,489 - $933,830	36,492 Added 208.45%	53,998 $1.36 Million
Q3 2024 Oct 25, 2024	SELL	$24.91 - $25.63 $56,969 - $58,615	-2,287 Reduced 11.55%	17,506 $448,000
Q2 2024 Jul 31, 2024	BUY	$24.81 - $25.19 $50,215 - $50,984	2,024 Added 11.39%	19,793 $495,000
Q1 2024 May 03, 2024	SELL	$25.27 - $25.61 $57,792 - $58,570	-2,287 Reduced 11.4%	17,769 $449,000
Q4 2023 Feb 02, 2024	SELL	$24.26 - $25.61 $8,078 - $8,528	-333 Reduced 1.63%	20,056 $513,000
Q3 2023 Nov 07, 2023	SELL	$24.41 - $25.28 $33,051 - $34,229	-1,354 Reduced 6.23%	20,389 $497,000
Q2 2023 Aug 02, 2023	BUY	$24.9 - $25.77 $118,100 - $122,227	4,743 Added 27.9%	21,743 $547,000
Q1 2023 May 01, 2023	BUY	$24.96 - $25.8 $14,376 - $14,860	576 Added 3.51%	17,000 $435,000
Q4 2022 Feb 06, 2023	BUY	$24.12 - $25.25 $396,146 - $414,706	16,424 New	16,424 $412,000

Others Institutions Holding IBMQ

# of Institutions

136

Shares Held

13.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History